Strategy Inc
MSTR- 交易所
- Nasdaq
- 產業
- Finance Services
- SEC CIK
- 0001050446
近 90 天，Strategy Inc 內部人申報 0 筆公開市場買進、8 筆賣出；2026 年第 2 季末有 852 家機構在 13F 申報持有，市值合計 $182.2 億；沒有大師持有。
2025 年第 4 季 13F 持有人
Strategy Inc 在 2025/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 982
- 較 2025 年第 3 季 −81 家
- 持有股數
- 1.75 億
- 較 2025 年第 3 季 +3,489 萬 (+25.0%)
- 總市值
- $265.7 億
- 較 2025 年第 3 季 −$184.4 億 (−41.0%)
- 新進機構
- 172
- 另有 383 家加碼
- 清倉機構
- 253
- 另有 334 家減碼
另有 24 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 MSTR 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 852 | $182.2 億 |
| 2026 年第 1 季 | 946 | $246.6 億 |
| 2025 年第 4 季 | 982 | $265.7 億 |
| 2025 年第 3 季 | 1,087 | $451.2 億 |
| 2025 年第 2 季 | 1,161 | $554.5 億 |
| 2025 年第 1 季 | 1,013 | $361.6 億 |
| 2024 年第 4 季 | 993 | $310.7 億 |
| 2024 年第 3 季 | 662 | $160.0 億 |
| 2024 年第 2 季 | 592 | $124.6 億 |
| 2024 年第 1 季 | 530 | $164.3 億 |
| 2023 年第 4 季 | 370 | $51.4 億 |
| 2023 年第 3 季 | 295 | $22.9 億 |
| 2023 年第 2 季 | 271 | $23.9 億 |
| 2023 年第 1 季 | 252 | $19.2 億 |
| 2022 年第 4 季 | 212 | $8.13 億 |
| 2022 年第 3 季 | 231 | $12.5 億 |
| 2022 年第 2 季 | 238 | $10.5 億 |
| 2022 年第 1 季 | 268 | $30.0 億 |
| 2021 年第 4 季 | 290 | $32.6 億 |
| 2021 年第 3 季 | 287 | $33.0 億 |
| 2021 年第 2 季 | 270 | $42.4 億 |
| 2021 年第 1 季 | 287 | $38.6 億 |
2025 年第 4 季持有機構
每家機構持有 Strategy Inc 的股數、市值與佔組合比重；股數變化跟 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bonfire Financial | 4,205 | $63.9 萬 | 0.48% | +138+3.4% | 加碼 |
| TCW Group Inc | 4,212 | $64.0 萬 | 0.00% | +4,212 | 新進 |
| Fort Point Capital Partners LLC | 3,762 | $64.3 萬 | 0.08% | −4−0.1% | 減碼 |
| Sowell Financial Services LLC | 4,255 | $64.6 萬 | 0.02% | +61+1.5% | 加碼 |
| ICICI Prudential Asset Management Co Ltd | 4,296 | $65.3 萬 | 0.08% | +243+6.0% | 加碼 |
| Prakash Investment Advisors LLC | 4,300 | $65.3 萬 | 0.50% | +2,400+126.3% | 加碼 |
| Change Path, LLC | 4,310 | $65.5 萬 | 0.02% | −50−1.1% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 4,311 | $65.5 萬 | 0.03% | −56−1.3% | 減碼 |
| Kovitz Investment Group Partners, LLC | 4,313 | $65.5 萬 | 0.01% | −1,032−19.3% | 減碼 |
| Nwam LLC | 4,270 | $65.5 萬 | 0.04% | +1,241+41.0% | 加碼 |
| Aviso Wealth Management | 4,330 | $65.8 萬 | 0.28% | 00.0% | 不變 |
| IFP Advisors, Inc | 4,331 | $65.8 萬 | 0.01% | +1,493+52.6% | 加碼 |
| EP Wealth Advisors, LLC | 4,365 | $66.3 萬 | 0.00% | +4,365 | 新進 |
| CTC Alternative Strategies, Ltd. | 4,366 | $66.3 萬 | 1.24% | −1,626−27.1% | 減碼 |
| Venturi Wealth Management, LLC | 4,460 | $67.8 萬 | 0.03% | +4,460 | 新進 |
| Abound Financial, LLC | 4,460 | $67.8 萬 | 0.26% | +104+2.4% | 加碼 |
| Metis Global Partners, LLC | 4,486 | $68.2 萬 | 0.02% | −189−4.0% | 減碼 |
| Nomura Asset Management International Inc. | 4,610 | $70.0 萬 | 0.00% | +4,610 | 新進 |
| Teamwork Financial Advisors, LLC | 4,644 | $70.6 萬 | 0.08% | −33,089−87.7% | 減碼 |
| ZEGA Investments, LLC | 4,676 | $71.1 萬 | 0.14% | −4,093−46.7% | 減碼 |
| Oxler Private Wealth LLC | 4,678 | $71.1 萬 | 0.21% | −439−8.6% | 減碼 |
| Intech Investment Management LLC | 4,697 | $71.4 萬 | 0.01% | −4,357−48.1% | 減碼 |
| National Asset Management, Inc. | 4,699 | $71.4 萬 | 0.03% | −323−6.4% | 減碼 |
| Principle Wealth Partners LLC | 4,763 | $72.4 萬 | 0.04% | +3,796+392.6% | 加碼 |
| Keybank National Association | 4,805 | $73.0 萬 | 0.00% | +345+7.7% | 加碼 |
| Larson Financial Group LLC | 4,811 | $73.1 萬 | 0.02% | +538+12.6% | 加碼 |
| Woodline Partners LP | 4,811 | $73.1 萬 | 0.00% | +4,811 | 新進 |
| Harfst & Associates, Inc. | 4,858 | $73.8 萬 | 0.13% | −45−0.9% | 減碼 |
| Warren Averett Asset Management, LLC | 4,902 | $74.5 萬 | 0.01% | +646+15.2% | 加碼 |
| Beacon Pointe Advisors, LLC | 4,989 | $75.8 萬 | 0.01% | +423+9.3% | 加碼 |
| Vestcor Inc | 5,097 | $77.4 萬 | 0.02% | 00.0% | 不變 |
| MetLife Investment Management | 5,099 | $77.5 萬 | 0.00% | +4+0.1% | 加碼 |
| UniSuper Management Pty Ltd | 5,100 | $77.5 萬 | 0.00% | +800+18.6% | 加碼 |
| Thrivent Financial for Lutherans | 5,017 | $78.1 萬 | 0.00% | −79−1.6% | 減碼 |
| Evergreen Wealth Solutions, LLC | 5,143 | $78.1 萬 | 0.11% | −300−5.5% | 減碼 |
| Andina Capital Management, LLC | 5,161 | $78.4 萬 | 0.47% | +3,286+175.3% | 加碼 |
| Capital International Ltd | 5,215 | $79.2 萬 | 0.03% | −8,406−61.7% | 減碼 |
| Beacon Capital Management, LLC | 5,221 | $79.3 萬 | 0.12% | +54+1.0% | 加碼 |
| Keebeck Wealth Management, LLC | 5,227 | $79.4 萬 | 0.09% | −125−2.3% | 減碼 |
| FORA Capital, LLC | 5,295 | $80.5 萬 | 0.10% | +5,295 | 新進 |
| Atom Investors LP | 5,302 | $80.6 萬 | 0.06% | +5,302 | 新進 |
| Sterling Investment Advisors, Ltd. | 5,310 | $80.7 萬 | 0.15% | +153+3.0% | 加碼 |
| Perennial Investment Advisors, LLC | 5,321 | $80.9 萬 | 0.06% | +81+1.5% | 加碼 |
| Citizens Financial Group Inc | 5,373 | $81.6 萬 | 0.01% | −1,131−17.4% | 減碼 |
| Close Asset Management Ltd | 5,410 | $82.2 萬 | 0.02% | +2,414+80.6% | 加碼 |
| Arkadios Wealth Advisors | 5,444 | $82.7 萬 | 0.02% | −221−3.9% | 減碼 |
| Oasis Advisors, LLC | 5,475 | $83.2 萬 | 0.44% | +5,475 | 新進 |
| Merit Financial Group, LLC | 5,511 | $83.7 萬 | 0.01% | −6,327−53.4% | 減碼 |
| Maripau Wealth Management LLC | 5,535 | $84.1 萬 | 0.39% | +326+6.3% | 加碼 |
| Walser Wealth Management Company, A Ltd Liability Co | 5,578 | $84.8 萬 | 0.45% | +5,578 | 新進 |
| Siemens Fonds Invest GmbH | 5,458 | $84.9 萬 | 0.05% | +401+7.9% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 5,614 | $85.3 萬 | 0.26% | 00.0% | 不變 |
| Covenant Asset Management, LLC | 5,616 | $85.3 萬 | 0.16% | +116+2.1% | 加碼 |
| Oak Thistle LLC | 5,680 | $86.3 萬 | 0.12% | +3,640+178.4% | 加碼 |
| Two Sigma Investments, LP | 5,750 | $87.4 萬 | 0.00% | +5,750 | 新進 |
| Fiduciary Trust Co | 5,785 | $87.9 萬 | 0.01% | −7−0.1% | 減碼 |
| State of Michigan Retirement System | 5,800 | $88.1 萬 | 0.00% | +5,800 | 新進 |
| Lifeworks Advisors, LLC | 5,804 | $88.2 萬 | 0.11% | −631−9.8% | 減碼 |
| 111 Capital | 5,858 | $89.0 萬 | 0.19% | −763−11.5% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 5,863 | $89.1 萬 | 0.02% | −6,400−52.2% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 5,899 | $89.5 萬 | 0.00% | +357+6.4% | 加碼 |
| Comerica Bank | 5,893 | $89.5 萬 | 0.00% | −2,386−28.8% | 減碼 |
| Sage Mountain Advisors LLC | 5,985 | $90.9 萬 | 0.05% | +1,675+38.9% | 加碼 |
| Thryve Wealth Management LLC | 6,128 | $93.1 萬 | 0.46% | +6,128 | 新進 |
| Core Wealth Partners LLC | 6,242 | $94.8 萬 | 0.43% | −128−2.0% | 減碼 |
| Sun Financial Inc | 6,271 | $95.3 萬 | 0.53% | +6,271 | 新進 |
| Banque Cantonale Vaudoise | 6,288 | $95.6 萬 | 0.03% | −211−3.2% | 減碼 |
| PFG Investments, LLC | 6,317 | $96.0 萬 | 0.05% | +3,137+98.6% | 加碼 |
| FIL Ltd | 6,361 | $96.7 萬 | 0.00% | −614−8.8% | 減碼 |
| MAI Capital Management | 6,418 | $97.5 萬 | 0.01% | +992+18.3% | 加碼 |
| QTR Family Wealth, LLC | 7,352 | $97.8 萬 | 0.43% | +1,239+20.3% | 加碼 |
| RK Capital Management, LLC | 6,477 | $98.4 萬 | 0.06% | +6,477 | 新進 |
| RSM US Wealth Management LLC | 6,359 | $99.0 萬 | 0.01% | +659+11.6% | 加碼 |
| MBL Wealth, LLC | 6,514 | $99.0 萬 | 0.08% | +3,771+137.5% | 加碼 |
| Wealthcare Advisory Partners LLC | 6,592 | $100.2 萬 | 0.02% | +20.0% | 加碼 |
| Gladstone Institutional Advisory LLC | 6,629 | $100.7 萬 | 0.04% | −800−10.8% | 減碼 |
| Polymer Capital Management (US) LLC | 6,645 | $101.0 萬 | 0.13% | +6,645 | 新進 |
| Daviman Financial, LLC | 6,668 | $101.3 萬 | 0.59% | +6,668 | 新進 |
| Virtus Investment Advisers, Inc. | 6,701 | $101.8 萬 | 0.28% | +6,701 | 新進 |
| Omers Administration Corp | 6,753 | $102.6 萬 | 0.01% | 00.0% | 不變 |
| J. Derek Lewis & Associates Inc. | 6,753 | $102.6 萬 | 0.24% | +6,753 | 新進 |
| Centaurus Financial, Inc. | 6,856 | $104.2 萬 | 0.05% | +137+2.0% | 加碼 |
| Waldron Private Wealth LLC | 6,898 | $104.8 萬 | 0.04% | +420+6.5% | 加碼 |
| Ambassador Advisors, LLC | 6,903 | $104.9 萬 | 0.15% | +30+0.4% | 加碼 |
| Davenport & Co LLC | 6,944 | $105.5 萬 | 0.01% | −230−3.2% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 6,948 | $105.6 萬 | 0.07% | 00.0% | 不變 |
| Pinnacle Wealth Management, LLC | 6,982 | $106.1 萬 | 0.71% | +740+11.9% | 加碼 |
| Wahed Invest LLC | 7,053 | $107.2 萬 | 0.14% | −112−1.6% | 減碼 |
| Partners Wealth Management, LLC | 7,059 | $107.3 萬 | 1.12% | −20−0.3% | 減碼 |
| Aptus Capital Advisors, LLC | 7,256 | $110.3 萬 | 0.01% | +389+5.7% | 加碼 |
| Signal Advisors Wealth, LLC | 7,290 | $110.8 萬 | 0.09% | +282+4.0% | 加碼 |
| Traphagen Investment Advisors LLC | 7,357 | $111.8 萬 | 0.09% | +194+2.7% | 加碼 |
| Geneos Wealth Management Inc. | 7,362 | $111.9 萬 | 0.03% | −635−7.9% | 減碼 |
| Sequoia Financial Advisors, LLC | 7,426 | $112.8 萬 | 0.01% | +658+9.7% | 加碼 |
| BLKBRD Asset Management, LP | 7,468 | $113.5 萬 | 1.53% | −108,015−93.5% | 減碼 |
| Ewing Morris & Co. Investment Partners Ltd. | 7,469 | $114.9 萬 | 0.50% | −75−1.0% | 減碼 |
| China Universal Asset Management Co., Ltd. | 7,576 | $115.1 萬 | 0.09% | +609+8.7% | 加碼 |
| Sigma Planning Corp | 7,419 | $115.5 萬 | 0.03% | −64−0.9% | 減碼 |
| Kingsview Wealth Management, LLC | 7,728 | $117.4 萬 | 0.02% | +415+5.7% | 加碼 |
| Strategic Advocates LLC | 7,812 | $121.6 萬 | 0.31% | +122+1.6% | 加碼 |